Expenses

Expenses


The expenses feature on Thread allows you to link an expense to a contact and a matter, keeping track of payments, you and your clients have made. Once an expense is created you can include it in a bill. Expenses can be viewed on the Financial page of a matter and on the Financial tab on the left pane. 

 

Adding Expenses 

1. Click the Quick Create Button in the bottom left corner.


2. Select Expense.  


3. A pop-up window will appear for you to fill in all relevant information. Mandatory fields are marked with *. 



Toggle to create an Office expense 
Link an expense to an existing matter or contact 
Include a Description of the expense 
Include a receipt 

 4. Click Save to add a single expense or Save & Add More to continue adding expenses.  


5. If you have chosen for the expense to be ‘billable,’ another pop-up window will appear directing you to include the expense in a bill.   

  1. To include the expense in an existing bill, select the bill and click Save.   

To create a new bill, click Add in the top pane and create a new bill. You can then add the quick expense to your new bill.  

 

  1. 6. Click Save.  




 

Editing and Adding Receipts to Expenses 
 

Once you have added an expense, you can edit the amount, add a contact, include it in a category, add a type, include an expense code, add a receipt, and add notes. 

  1. 1. Click the Financials tab on the left pane then the Expenses tab.



  3.  2.     Select the expense you want to edit and click Edit in the top grey pane. 

 

  1. 3. A pop-up window will appear. Here you can edit details of the expense, add a receipt, and add a contact easily. 

Include as an office expense. 
Link a contact to the expense.
Choose a category for the expense.
Include an expense code from the list.
Drag and drop a receipt or click the box to upload a receipt from your desktop.
Toggle to include the expense in a bill.

 

  1. 4. When finished editing, click Save. 

  1. 5. If you have toggled to include the expense in a bill, select an existing bill from the pop-up list and click Save.   

To create a new bill, click Add in the top pane and create a new bill. You can then add the quick expense to your new bill.  

 

  

  1. 6. Click Save.  
     

Including Expenses in Bills 
 

You can easily add an expense to a bill at any point after it has been added. 


  1. 1. Click the Financials on the left pane then the Expenses tab.



  1.  2.     Select the expense you want to include in a bill and click Include in Bill in the top grey pane. 

 

  1. 3. A pop-up window will appear. Select an existing bill from the list and click Save.   

Or, to create a new bill, click Add in the top pane and create a new bill. You can then add the quick expense to your new bill.  

 

 
 

        4. Click Save.